Investment Platforms

Crystal Capital Partners

Bay Harbor Islands, FL
20+ employees

Crystal Capital Partners is a turnkey alternative investment platform for financial advisors, providing access to private equity, private credit, venture capital, SPVs and hedge funds.

Advisors can use the platform to build portfolios of third-party, institutional private equity & hedge funds with low investment minimums and a streamlined workflow.

The platform provides an end-to-end technology solution that automates the subscription, administration, and reporting processes of alternative investments.

The firm also provides advisors with client-facing, digital investment proposals, and educational materials to communicate the benefits of alternatives to clients.

The platform serves 200+ financial advisors and provides access to around 50 funds.

Last checked or updated:
7/6/2023

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